Latest - COMMUNITY

To hear what Cathi has to say press the play button. In the October issue of Professional Paraplanner, Rob Kingsbury talks to Cathi Harrison about growing her outsourced paraplanning business from scratch and why she is setting up new compliance company Apricity. In this short filmed interview we asked her: • If she would recommend...

The Personal Finance Society has named Sharon Sutton as its new President for 2017-18 and appointed consultant Rory Percival and Gordon Wilson of Carbon Financial Partners to the board. Sutton, Managing Director of Thornton Chartered Financial Planners, takes over from Nick Turner, who has stepped down from the board after completing a 12-month rotation as...

Congratulations to the 10 winners of the Professional Paraplanner and Redmill Advance prize draw. The draw, which closed on Friday, was to win one of the 11 courses that are being offered by Redmill Advance from its range of RO and AF training courses. Winners will receive access to the RO or AF training course of...

Insurance giant Aviva has launched its 2017 Aviva Community Fund for a third year running, offering funding to inspirational causes across the UK. The competition invites members of the local community and advisers to submit an idea that will make a difference to a local group or charity, with funding ranging between £1,000 –...

Call out to our readers to complete our latest Parameters Survey Thank you to everyone who has completed this month’s Parameters Survey. If anyone has yet to do so, the deadline is close of play on Friday. The latest survey focusses on 1. DB Pensions Transfer 2. Questions from paraplanners about their role in the...

Professional Paraplanner’s autumn Technical Insight Seminars kicked off in style in Edinburgh and we have Manchester and Bristol lined up for October and November. Attendance at the Seminars is free for paraplanners. If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case...

Professional Paraplanner has teamed up with Redmill Advance to offer 10 lucky paraplanners free access to one of the company’s new exam preparation courses which launched this month. The courses cover R01, 2, 3, 4, 5, 6, 8, and AF1, 3, 4, 5. The competition will give 5 readers access to an RO course...

IN THIS ISSUE: Click here to view the digital edition Paraplanner Profile Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow Day in the Life...

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Featured Videos

In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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Bobby Owen, Intermediary Distribution, Structured Equity Derivatives, Investec talks us through his experience at a speaker at the Technical Insight Seminar, London, 8th June 2016.

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